Markets Torn Between Earnings, Fed: iCapital's Amoroso

The video discusses the current economic environment, focusing on yield changes and their impact on equities. It highlights the positive earnings reports and their effect on market performance, despite a slowing housing market. The discussion also covers the influence of Federal Reserve policies, which tend to limit market rallies due to hawkish stances.

What is the speaker's outlook on the positioning of equities?

What impact does the Fed's hawkish talk have on equity rallies?